Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,737 | $55,932+12.2% | $76,735-18.2% | $67,986-7.7% |
| Participation rate | 36.8% | 50.8%-14.0pp | 69.5%-32.7pp | 57.2%-20.4pp |
| Annual return | 16.82% | 23.10%-6.3pp | 29.77%-12.9pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,042 | $1,487-29.9% | $2,454-57.5% | $2,019-48.4% |
| Participant deferral / active EE | $1,844 | $2,558-27.9% | $4,088-54.9% | $3,358-45.1% |
| Admin fee / account holder | $7,481 | $4,907+52.4% | $7,189+4.1% | $3,203+133.5% |